#quentin-connect-accounttoken

1 messages · Page 1 of 1 (latest)

sacred dockBOT
runic mesa
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Hi there, what are your questions?

astral jetty
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hello bismarck

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I've allready made custom account for individual

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but it's m'y first time with business

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I'm making an account token to update

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it will set informations about the company

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but how does it work about the company owner?

runic mesa
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Sorry for the delay

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Can you clarify what you mean exactly?

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Like what are you concerned specifically with the company owner?

halcyon elk
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quentin-connect-accounttoken

astral jetty
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where can I find all the required fields in a custom account of type business to make transfer?

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in the update in the part company it's write:

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'company.directors_provided
optional
Whether the company’s directors have been provided. Set this Boolean to true after creating all the company’s directors with the Persons API for accounts with a relationship.director requirement. This value is not automatically set to true after creating directors, so it needs to be updated to indicate all directors have been provided.'

halcyon elk
astral jetty
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I need to make person in addition of the custom account?

halcyon elk
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If I may: You really should be using our Connect Onboarding product and let us collect everything for you. This is going to take you weeks if not months to build

astral jetty
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how can I integrate your process in my application? (I'm the developper) keeping our website identity?

astral jetty
halcyon elk
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I mean you've barely started though. Company accounts are way harder

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You're going to need to collect detailed information for multiple people at the company and track all their verification status, handle future regulatory updates, etc.

astral jetty
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It's not a problem

halcyon elk
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Lol

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Okay I tried, then please read the docs I shared carefully and it should show you how to do everything!

astral jetty
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I just need to understand how to add the "REPRESENTATIVE" to as custom account

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I don't find in the documentation the process for business type avec the person API

halcyon elk
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I'm happy to help, I don't understand your question that's all. You create a Token for each "person" associated with the account/company and then you use that Token to create a Person

astral jetty
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Dont' worry I'm not angry at all 😉 I'm not english native so I'm not explaining the better way

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So

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First I create a custom account

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2- I update the custom account with account token to set business informations

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3- for each person owning the company a create a Person attached to the custom account

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For the 3 I set the relationship to tell if it's owner, representative, ownership, etc.

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And for document I set company document for custom account and individual documents for person

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that's it?

halcyon elk
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yep

astral jetty
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perfect

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Last question

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Some business have only one owner

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or are soletrader

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the only personne

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is representative? owner? executive?

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how to make the choice?

halcyon elk
astral jetty
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the second one is the puzzle part I was missing

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perfect

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Thnak you for you help

halcyon elk
astral jetty
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ok